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Paul L. Gibert

GIBERT WEALTH MANAGEMENT
CHARLOTTE, NC
Some features on this profile are disabled
CRD#: 2776895
PG

Professional summary

Paul L Gibert JR, CFP®, CIMA®, who also goes by Paul Le Blanc Gibert Jr, Paul Gibert, Paul L Gibert Jr, Paul L Gibert Jr., Paul Leblanc Gilbert Jr, is a registered financial advisor currently at GIBERT WEALTH MANAGEMENT located in Charlotte, North Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Le Blanc Gibert Jr | Paul Gibert | Paul L Gibert Jr | Paul L Gibert Jr. | Paul Leblanc Gilbert Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul L Gibert JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

CIMA®

Certified Investment Management Analyst

Experience

Current

April 17, 2026 - Present

GIBERT WEALTH MANAGEMENT

RIA
CRD#: 341458
CHARLOTTE, NC
Past

April 18, 2016 - April 20, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
CHARLOTTE, NC
Past

October 29, 2010 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
CHARLOTTE, NC
Past

October 29, 2010 - April 20, 2026

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
CHARLOTTE, NC
Past

June 1, 2009 - November 12, 2010

MORGAN STANLEY

RIA
CRD#: 149777
CHARLOTTE, NC
Past

June 1, 2009 - November 12, 2010

MORGAN STANLEY

BD
CRD#: 149777
CHARLOTTE, NC
Past

August 11, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHARLOTTE, NC
Past

August 11, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHARLOTTE, NC
Past

December 31, 2001 - August 25, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

August 14, 2000 - August 25, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

September 25, 1998 - August 14, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

September 5, 1996 - November 9, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(4/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/1996
General Securities Representative Examination

Current Firm

GW
GIBERT WEALTH MANAGEMENT
GIBERT WEALTH MANAGEMENT | GIBERT WEALTH MANAGEMENT, LLC

CRD#: 341458 / SEC#: 801-135845

RIA
Registered Investment Advisory firm - (4/10/2026 120-Day Approval)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Charlotte, NC
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (3/13/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GIBERT WEALTH MANAGEMENT

CRD#: 341458Charlotte, NC

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